Global Client Reporting Analyst

dimensional; United States; Hybrid; USD 65,000 - 85,000; Full time

Benefits offered by this job

Hybrid work model

Comprehensive benefits

Job summary

Dimensional in the United States is seeking a Client Reporting professional to support global client relationships by generating high-volume, on-time reports and handling due diligence questionnaires.

You will collaborate with Portfolio Management, Global Client Group and Marketing to deliver accurate materials, ensuring data integrity with data vendors and intermediaries, while developing a strong understanding of Dimensional's investment philosophy.

Qualifications

• Bachelor's degree with strong academic record.
• Professional experience preferred.
• Exceptional communication skills, both verbal and written.
• Extreme attention to detail while meeting client deadlines.
• Team oriented with global collaboration abilities.
• Self-starter capable of managing multiple projects in a fast-paced environment.
• Proficiency in Microsoft Office and willingness to learn new programs.
• Not eligible for immigration sponsorship.

Responsibilities

• Generate a large volume of standard and custom weekly, monthly and quarterly reports to clients, consultants and service providers.
• Provide quality control for client reports and support day-to-day activities.
• Complete due diligence and client questionnaires.
• Investigate and address client inquiries with senior staff support, coordinating across departments.
• Deliver and maintain data integrity with intermediaries and data vendors.
• Prepare materials used by Portfolio Management, Global Client Group, Marketing, and Presentations.
• Develop a robust understanding of Dimensional's investment philosophy and process.
• Pursue opportunities for professional development.

Skills

Communication

Attention to detail

Teamwork

Self-motivation

Multitasking

Analytical skills

Education

Bachelor's degree

Tools

Microsoft Office

Excel

Word

PowerPoint

Job description

Dimensional in the United States is seeking a Client Reporting professional to support global client relationships by generating high-volume, on-time reports and handling due diligence questionnaires.

You will collaborate with Portfolio Management, Global Client Group and Marketing to deliver accurate materials, ensuring data integrity with data vendors and intermediaries, while developing a strong understanding of Dimensional's investment philosophy.